Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

What You Need to Know About Filing IRS Form 8821

While you’ll eventually need to file a power of attorney for your clients, consider filing IRS Form 8821 with them first. Here's what you need to know!

3 min read LEARN MORE

Pass Credit Card Fees to Clients with Surcharging on Canopy Payments

It's a win-win! Enable surcharging to provide clients the convenience of paying for services with a credit card while reducing the firm's cost to provide that option.

4 min read LEARN MORE

Keith Jones, CPA: Using Canopy As An All-In-One Software Solution

Keith Jones, CPA joins us to discuss how Canopy is the perfect software solution for making his expanding practice run more smoothly.

3 min read LEARN MORE

5 Simple Ways to Reduce Tax Season Insanity

Join this webinar, presented by ReNew Group's Colin Dunn and Shannon Vincent, and discover 5 key shifts you can make at your firm so that it serves you - rather than the other way around.

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Marketing Your Practice

Get Paid Faster — 3 Ways to Optimize Payments Processing at Your...

Getting paid is how your accounting firm will stay successful — there's no way around it. When it comes to navigating the nuances of getting paid, it's never simple. Here are top...

3 min read LEARN MORE

Featured

Celebrate Pi Day 2023: What Pie Flavor Are You?

Happy Pi Day! March 14th is celebrated around the world as Pi Day in honor of the mathematical constant pi (3.14). While mathematicians and scientists celebrate Pi Day with...

1 min read LEARN MORE

Industry News

Top 10 Influential Women in Accounting and Tax in 2023

Women make up nearly 60% of the accounting service industry according to 2022 data. In honor of International Women's Day, we rounded up a list of the Top 10 Innovative Women in...

3 min read LEARN MORE

Case Studies

Financial Harmony Tax Resolution: Increased Job Satisfaction With...

"I like to keep everything in one place. Canopy is perfect for that." — Ralph Nelson, of Financial Harmony Tax Resolution Background Charlie hadn't filed a tax return in 20 years...

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Product Updates

Pass Credit Card Fees to Clients with Surcharging on Canopy Payments

What's New: Canopy customers* now have the ability to enable surcharging for credit card fees in most states**. Surcharging allows a firm to provide their clients with the...

3 min read LEARN MORE

Marketing Your Practice

Future of Accounting: 5 Ways to Innovate in 2023

We live in a time where the "best" accounting practices change daily. Keeping track of all the changes in the industry between updates and tech can be overwhelming. Today, most...

4 min read LEARN MORE

Case Studies

Hurwitz Tax Solutions: Canopy’s Collections Workflow Reduces...

"Everyone is so computer savvy these days. When my clients sit down to fill out the survey on Canopy, it feels easier." — Lewis Hurwitz, of Hurwitz Tax Solutions. Background The...

3 min read LEARN MORE

Product Updates

Easily Share Files with Anyone Using a Secure Link

What's New: Sharing a file with clients or key stakeholders has just gotten easier. Now you can send a file using a secure link. Recipients will receive an email (to the one you...

1 min read LEARN MORE

Case Studies

Northwest Tax Associates: Faster and More Secure with Canopy

"I’m able to spend more quality time with my clients. And because I’m more organized and the client has already been able to complete a lot of the paperwork through the client...

3 min read LEARN MORE

Product Updates

Break Down the Email Silo Without Losing Security and Control

What's New: Canopy already de-siloed email with the global inbox, sharing inboxes, and the communication tab. With privatizing emails, you get the perfect balance of breaking down...

1 min read LEARN MORE

Case Studies

America’s Choice Bookkeeping: Managing a National Clientele with...

"Our clients love Canopy. It’s so easy for them to register for the portal and upload their documents there." — Robert Azar, of America's Choice Bookkeeping and Tax Services. ...

3 min read LEARN MORE

Tax Preparation and Planning

IRS Form 941: The Lookback Period and Deposit Schedules

IRS Form 941, Employer’s Quarterly Federal Tax Return, is used by an employer to report federal income tax withheld from employees (including withholding on sick pay and...

3 min read LEARN MORE

Case Studies

Canopy’s Intuitive Interface Makes Employee Onboarding Easy

"The whole thing is just so easy to navigate, which makes it easy to train my staff — which is actually one of the main reasons I chose Canopy over the other software I tried."...

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Industry News

10 Accounting Conferences to Attend in 2023

2023 is here and we can already tell it’ll be a great one for networking, especially when it comes to events. Here are 10 accounting conferences you should be aware of in 2023.

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Tax Preparation and Planning

Form 2553: An Overview of Who, When, and Why

IRS Form 2553, Election by a Small Business Corporation, is filed by a corporation or other eligible entity to make an election to be an S corporation under section 1362(a)....

3 min read LEARN MORE

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